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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,985 | $50,554-18.9% | $67,681-39.4% | $87,485-53.2% |
| Participation rate | 79.7% | 67.7%+11.9pp | 73.7%+5.9pp | 68.9%+10.7pp |
| Annual return | 16.09% | 17.81%-1.7pp | 590.58%-574.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $3,236 | $1,988+62.7% | $2,678+20.8% | $2,596+24.7% |
| Participant deferral / active EE | $3,003 | $2,961+1.4% | $3,976-24.5% | $4,274-29.7% |
| Admin fee / account holder | $4,625 | $4,132+11.9% | $6,100-24.2% | $7,775-40.5% |